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Step 1: View Event Types

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Personnel>>Event Reminders>>Event Manager>>Event Types

Event Types

There are twenty-eight (28) default event types for which reminders can be set.  

You are not allowed to insert/edit/delete Event Types and/or Event Reminder Messages.

At present, the following Event Types are fully functional:

  1. Anniversary
  2. Acting in Position
  3. Birthday
  4. Contract Ending
  5. Identification Renewal (Drivers Permit)
  6. Leave Taking
  7. Leave Return
  8. New Hire
  9. Part Time/Full Time
  10. Position Change
  11. Salary Change
  12. Status in Position Change
  13. Separation
  14. Termination
  15. Retirement

The remaining Event Types are currently in development for a future release.

Event Type Transactions

The Event Type and the navigation path of the associated transaction in HRplus are shown below. 

Please note that, where applicable, records MUST be Approved (e.g. Leave Taken).  Reminders will be generated based on the specified lead time and the values in the following Date fields:

No. Event Type HRplus Transaction
1 Anniversary Personnel>>Employees>>Company and Status Info>>[Fill Date]
2 Acting in Position
 Personnel>>Transactions>>Acting>>[Effective Date]
3 Birthday Personnel>>Employees>>Personal & Address Details>>[Date of Birth]
4 Contract Ending Personnel>>Employees>>Contract [Contract To]
5 Identification Renewal Personnel >> Employees >> Toggle Additional Details >> Identification Data >> [Drivers Permit Renewal Date]
6 Leave Taking Benefits>>Leave Transactions>>Leave Taken>>[Date Taken]
7 Leave return Benefits>>Leave Transactions>>Leave Taken>>[Date Returned]
8 New Hire Personnel>>Positions>>All Positions (Filled and Vacant)>>Create Employee>>Identity Hire Data>>[First Hire Date]
9 Part Time/ Full Time Personnel>>Transactions>>Part Time/Full Time Changes>>[Effective Date]
10 Position Change Personnel>>Transactions>>Positions History>>[Effective Date]
11 Salary Change Personnel>>Transactions>>Salary Changes>>[Effective Date]
12 Status in Position Change Personnel>>Transactions>>Status Change>>[Transaction Type:  Status in Position Change>>[Effective Date]
13 Separation Personnel>>Transactions>>Separations>>[Effective Date]
14 Termination Personnel>>Transactions>>Separations>>[Effective Date]
15 Retirement Personnel>>Transactions>>Separations>>[RET RETIRED] [Effective Date]

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Introduction and Key Concepts 4
Set Up Company Structure 15
Set Up General Codes 12
Set Up Qualification Related Codes 7
Set Up Payroll Related Codes 2
Set Up Transactions 5
Set Up Letter Templates 6
Set Up HR Workflow 12
Set Up Event Reminders 11
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Set Up Onboarding 9
Position Management 12
Hiring and Onboarding 9
Employees 4
Employee Transactions 13
Contracts 5
Immigration 10
Offboarding 11
Personnel FAQs 9

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